• Editing and Saving your work.
• Process and step options when routing (submitting) a record.
• Standard routing versus alternate routing.
Scenario: Edit and Route a Record
Path: Navigator / Queue
Finding the Change Request
The first step in routing a record is to find and view the record.
Filter by Document Type enterprise cr.
Click the Document Icon.
1 Select the Queue icon
Editing and Saving
Make edits as necessary.
Click Save All Changes.2
Edit the form as necessary and click the Save All Changes link found on any section header. This will allow you to
save your work for later use.
Use the Submit link in the Workflow Actions / Info section on the left to send the record to the next step.
Select the step
appropriate for the
You may have a choice of steps if you have alternative routing options. Select the appropriate step.
Select the recipient
at the next step.
Click the Submit
Document button. 2
Choose the recipient at the next step and submit the record.